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Proposals Tracker

Ashgrove Creative · Sales proposals · Raleigh, NC

Beatrix Montgomery runs an agency and uses this to see which proposals are out, which expire soon and which she wins.

Any businessSales pipelineBoards3 tables · 9 views · 1 form · 2 row actions · 1 agent
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Board

Proposals
Drafting1
Email program for Marigold PharmacyMarigold Pharmacy$12,500
Sent3
Launch video for Tamarind FoodsTamarind Foods$19,500
Trade show booth for Cobalt ValveCobalt Valve$41,000
Podcast launch for Ferris & WardFerris & Ward$11,200
Viewed1
Annual social retainer for Oakhurst RealtyOakhurst Realty$24,000
Negotiating1
Website redesign for Fogarty DentalFogarty Dental$36,000
Accepted2
Brand refresh for Linden HardwareLinden Hardware$28,500
Audit and roadmap for Starling Bank GroupStarling Bank Group$9,800
Declined1
Packaging concepts for Bluebird TeaBluebird Tea$14,000
Expired1
Photography library for Redwood LodgeRedwood Lodge$16,800

Tables

Proposals

10 sample rows · 17 columns

Every proposal from draft to decision with its value and expiry.

ProposalClientStatusValueSentValid untilOwner
Photography library for Redwood LodgeRedwood LodgeExpired$16,800Aug 9, 2026Sep 8, 2026Ulysses Adeyemi
Packaging concepts for Bluebird TeaBluebird TeaDeclined$14,000Aug 24, 2026Sep 23, 2026Rhiannon Pugh
Brand refresh for Linden HardwareLinden HardwareAccepted$28,500Sep 8, 2026Oct 8, 2026Kenji Watanabe-Cole
Annual social retainer for Oakhurst RealtyOakhurst RealtyViewed$24,000Oct 2, 2026Oct 9, 2026Beatrix Montgomery
Launch video for Tamarind FoodsTamarind FoodsSent$19,500Oct 7, 2026Oct 14, 2026Ulysses Adeyemi
Website redesign for Fogarty DentalFogarty DentalNegotiating$36,000Oct 11, 2026Oct 18, 2026Kenji Watanabe-Cole
Audit and roadmap for Starling Bank GroupStarling Bank GroupAccepted$9,800Sep 18, 2026Oct 18, 2026Rhiannon Pugh
Podcast launch for Ferris & WardFerris & WardSent$11,200Oct 13, 2026Oct 20, 2026Ulysses Adeyemi
Trade show booth for Cobalt ValveCobalt ValveSent$41,000Oct 14, 2026Oct 21, 2026Kenji Watanabe-Cole
Email program for Marigold PharmacyMarigold PharmacyDrafting$12,500——Beatrix Montgomery

Line items

14 sample rows · 5 columns

The itemized lines inside each proposal.

Line descriptionProposalQuantityUnit price
Booth designTrade show booth for Cobalt Valve1$14,000
Community managementAnnual social retainer for Oakhurst Realty12$500
Development and launchWebsite redesign for Fogarty Dental1$19,500
Discovery workshopWebsite redesign for Fogarty Dental1$4,500
Edit and deliveryLaunch video for Tamarind Foods1$5,000
Editing per episodePodcast launch for Ferris & Ward6$600
Episode planningPodcast launch for Ferris & Ward1$2,200
Fabrication and installTrade show booth for Cobalt Valve1$22,000
Graphics setTrade show booth for Cobalt Valve3$1,666
Monthly posting planAnnual social retainer for Oakhurst Realty12$1,500
Recording sessionsPodcast launch for Ferris & Ward6$900
Script and storyboardLaunch video for Tamarind Foods1$3,500

2 more rows

Also included

  • Mark acceptedRow action
  • Mark declinedRow action

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